Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 1,169,356 shares of AVUS stock, worth $110 Million. This represents 13.03% of its overall portfolio holdings.
Number of Shares
1,169,356
Previous 1,156,998
1.07%
Holding current value
$110 Million
Previous $110 Million
2.96%
% of portfolio
13.03%
Previous 12.69%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
457Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.88 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$336 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$305 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$286 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$213 Million9.89% of portfolio